How do I manage and access my custom reports in DesignXpert?

In the Design Explorer:

  • Click on the Reports Panel
  • Select User Report Folder or subfolder under it
  • Click on the Add Excel Template Based Report button
  • Complete the requested information and click on the find file button and select the template name:
  • The report name in the selection will reflect the template file name. Once it’s added, it can be renamed by selecting the report, hitting F2, and then renaming it.

NOTE: If you are creating a custom report using the Custom Excel Report Wizard, 'Create menu item' must be checked upon finishing the wizard for the report to show in the User Reports menu.